$141.3M Total AUM
$140.1M Disc. AUM
-- 3Y CAGR
2 Employees
93 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-16-2010
- Office Locations
- 1
Office Locations
2140 Professional Drive Suite 250 Roseville CA
About St. Clair Financial
St. Clair Financial is a Roseville, CA RIA focused on retirement and pre-tirement planning for self-employed professionals. The firm provides financial planning, tax planning, portfolio construction, and insurance guidance, implementing primarily ETFs and mutual funds alongside fixed income. Custody is held at Charles Schwab, and the practice has used its debt-and-tax-to-savings approach since 1990.
Team overview
-- AVG AGE
$70.7M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
8.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
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Technology
Available
Owner & Executives
Donald Lee St. Clair Jr.
Chief Compliance Officer, President
- CRD
- #2478175
- Ownership
- 75% or more
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Available
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A
ANDREA RENEA HILDERBRAND
--
- CRD
- #2844654
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,050,106 | $536,590 |
| Non-Discretionary | $1,252,211 | $59,629 |
| Total | $141,302,317 | $501,072 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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